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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$75.77
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities F
Price$19.04
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets123.6M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Oct 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOFX (124M). CWIAX pays higher dividends than HEOFX: CWIAX (1.39) vs HEOFX (0.69). CWIAX was incepted earlier than HEOFX: CWIAX (24 years) vs HEOFX (9 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 13.05 vs. HEOFX (9.05). CWIAX return over 5 years is better than : 59.53 vs. HEOFX (47.47).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 21.061 | 17.603 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 1.39 | 0.69 | 201% |
| Returns for 1 year | 13.05 | 9.05 | 144% |
| Returns for 3 years | 64.94 | 43.98 | 148% |
| Returns for 5 years | 59.53 | 47.47 | 125% |
| Returns for 10 years | 106.32 | N/A | - |
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